Money Wisdom

Financial Planning with Michael Scott


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Have you ever chuckled at the antics of Michael Scott on 'The Office' and thought, "What does this have to do with my financial future?" Well, it turns out, quite a bit! On the latest episode of the Money Wisdom podcast, hosts John Stillman and Matt Pastor, a Retirement Income Certified Professional on our team, take you on a delightful journey where sitcom laughs meet serious financial strategy.

Here's some of what we discuss in this episode:

  • Why you shouldn't rely solely on the internet for financial advice.
  • What approach should advisors take when it comes to communicating with clients.
  • Financial jargon is the inside jokes of the financial world and we don't want to keep clients out of the loop.
  • How do you manage life away from work and the people you've spent so many hours of the day with.

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

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Money WisdomBy Johnson Brunetti

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